|
VOO
|
US |
VANGUARD S&P 500 ETF |
67,750 |
$37M |
18.97% |
0.5%
|
- |
|
BKLC
|
US |
BNY MELLON US LRG CAP COR |
191,515 |
$21M |
11.15% |
4.7%
|
- |
|
XHLF
|
US |
BONDBLOXX BBG 6 MTH US TREAS |
367,857 |
$18M |
9.59% |
27.6%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
24,666 |
$15M |
7.55% |
-0.4%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
383,107 |
$13M |
6.80% |
14.4%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
38,971 |
$10M |
5.35% |
-0.5%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
42,766 |
$10M |
5.34% |
0.6%
|
- |
|
SPEM
|
US |
SPDR PORTFOLIO EMERGING MARK |
183,168 |
$7M |
3.65% |
16.7%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
65,236 |
$6M |
3.02% |
8.9%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
9,896 |
$6M |
3.01% |
0.7%
|
- |
|
AAPL
|
US |
APPLE INC |
20,313 |
$5M |
2.64% |
-2.8%
|
- |
|
SPYG
|
US |
SPDR PORTFOLIO S&P 500 GROWT |
48,195 |
$4M |
2.20% |
3.3%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
49,622 |
$3M |
1.78% |
-0.6%
|
- |
|
SPYV
|
US |
SPDR PORT S&P 500 VALUE |
66,211 |
$3M |
1.76% |
4.6%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
57,284 |
$3M |
1.42% |
-1.1%
|
- |
|
SGOV
|
US |
ISHARES 0-3 MONTH TREASURY B |
22,557 |
$2M |
1.18% |
16.8%
|
- |
|
BUFF
|
US |
INNOVATOR LADDERED ALLOCATIO |
40,415 |
$2M |
0.94% |
14.5%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
41,112 |
$2M |
0.94% |
-2.3%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
22,888 |
$2M |
0.84% |
-0.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
10,312 |
$1M |
0.78% |
-5.1%
|
- |